Focus: Insurance Strategies, Investment Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
1990 - Master Studies in Finance, University of Puerto Rico, Río Piedras Campus
1988 - BS, University of Puerto Rico, Río Piedras Campus
1983 - High School Diploma, Colegio San Ignacio de Loyola, Río Piedras
Professional Courses and Designations
2009 - Boy Scouts of America, Wood Badge in the 21st Century – Highest leadership training given by BSA.
2009 - FSS Course: Foundations of Financial Planning - Acted both as student and moderator
2004 - CRIA, Corporate Registered Investment Advisor Representative– MMLIS, Inc.
1997 - FINRA, Series 6, Registered Representative
1994 - LUTCF, Life Underwriters Training Council Fellow
•Centurion Sales Award – 2003, Ranked #14 in national sales
•Sales Associate of the Year 1991, 1999
•VIP Leaders Award, 1998
•Sales Manager of the Year 1995, 1996, 1997, 1999
•Legion of Honor Award - 1995
•Masters Award – 1993, 1995
•Rookie of the Year - 1990
•Member, Executive Board, Puerto Rico Council, BSA; 2008 – Present
•LUTC, FSS Courses Moderator, The American College
•Member, Advisory Committee, Office of the Commissioner of Insurance 2004 - 2005
•Cubmaster and Founder, Pack 1204, BSA 2004 - 2006
•Scoutmaster, Troop 304, BSA 2006 – 2012
•Scoutmaster, Troop 239, BSA National Scout Jamboree 2010
•President, National Association of Insurance & Financial Advisors, NAIFA-PR 1999 - 2000
•Chairman Legislative Committee, NAIFA-PR - 1998 – 2004
•President, Business Network International, 1994 - 1996
•Chancellor / Director, Nu Sigma Beta Fraternity - 1987 / 1994
•Guest Speaker, AIG American General Annual Convention, 1995, 2002, 2003
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